Tech Tip #11 – Enhance Compliance & Collaboration at Law Firms

Trust Accounting

The key to enhanced compliance and effective collaboration is first having a central area where ALL case/matter information is kept, and then having an organized way to communicate with your team. Centralized area will enhance compliance as it allows to organize all items pertaining to a matter such as Billing Items, Accounting Entries, Events, Tasks, Documents, and Notes. Kind of like a physical file folder.  And then team collaboration can be enhanced by being able to view other user calendars as well as assign a task/event to other users. This promotes ownership and accountability among your team.

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